Proficio Capital Partners LLC

Position in PSX — Phillips 66

CIK 1654175 NEWTON, MA

Position in PSX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$384,250

+$173,347 QoQ

Shares Held

2,273

+33.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,324

of 2,093 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Proficio Capital Partners LLC holds $1,461,151 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	2,309	$601,355
2	MPC	Marathon Petroleum Corp	1,860	$475,546
3	PSX	Phillips 66 This page	2,273	$384,250

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,250	2,273	+33.1%	Shares	Sole	2026-08-17
2025-03-31	$210,903	1,708	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.